Agency business audits
Nine departments, a weighted health score, findings, and a 90-day roadmap — in one workspace built for agencies, with a client portal that never leaks your private notes.
Free plan — up to 3 clients. No card required.
Overall health
72 / 100
9
Departments
89
Checklist items
4
Export formats
∞
Clients on Agency
8
Audit tabs
3
Starter roles
Everything the audit needs
Priority-weighted scoring across every department, with red / amber / green states that only count what you audited.
A structured audit spanning foundation, finance, sales, marketing, operations, HR, IT, CX, and strategy.
Turn a checklist into an executive summary, critical issues, and quick wins — with private consultant notes.
Build a phased plan from the gaps, track owners and due dates, and flag what is overdue.
Share a 6-character code. Clients see a read-only workspace — private findings never leave your side.
Collect files against any item, review and approve, and reuse an upload across tasks by reference.
Attach reusable templates and built-in SOP starters to checklist items and onboarding tasks.
Questionnaires and document-collection requirements with a confirm / request-changes cycle.
Invite members, define custom roles across 11 permissions, and revoke access the moment you change it.
A durable bell for client uploads, file reviews, support replies, overdue tasks, and announcements.
Deliver a full report, findings, a gaps CSV, or the roadmap — formatted for the client, ready to send.
A SuperAdmin layer for workspaces, support, announcements, and pricing — for teams running the platform.
For agencies
Unlimited clients, a real team with roles and permissions, and a portal per client — so every engagement stays organised and on-brand.
How it works
Create a client and get a unique portal access code.
Mark what exists and what is missing across nine departments.
See a weighted score and where each department lands.
Summarise strengths, critical issues, and quick wins.
Turn gaps into a phased 90-day action plan.
Give the client read-only access and collect documents.
Send a formatted report in the format the client needs.
Pricing
Start free and upgrade when you take on more clients. Every plan includes the full audit engine.
Plans priced in USD. 4 tiers — cancel or change anytime.
Create your first client audit in minutes — free for up to three clients.